Tag: Kidbrooke

A blogpost by Kidbrooke has detailed how financial organisations can ensure regulatory compliance and transparency when it comes to their digital financial products.

While financial services scramble for digital transformation, Kidbrooke fears most have not assessed how the decision-making models of underlying technology might impact customer experiences.

Personalised products have always been a boon for a service provider, but it is now becoming a “powerful brand differentiator in the digital economy”, according to WealthTech company Kidbrooke.

Customer engagement will not only allow wealth managers to nurture loyalty within their customers but can yield strong results by tailoring services to their needs, according to Kidbrooke.

A recent blogpost by WealthTech firm Kidbrooke has examined the key technological factors that ensure the flexibility of digital financial services.

One of the key factors for companies in the digital age is ensuring that consumers can access their information quickly and efficiently. When these processes become too slow, this can have a damaging effect on the user experience.

BigTech companies like Amazon and Google has changed the customer expectations for online experiences regardless of industry, but will these experiences be tied to the success of firms in wealth management.

As the world treads towards digitalisation, wealth management firms must keep pace with changing technologies by preparing their operations for the digital age.

Financial planning and having an investment strategy in place is far from straightforward, but Kidbrooke explains how technology can make it easier.

Balancing a comfortable daily lifestyle and financial investments is tough and makes planning for a mortgage a minefield. However, with proper tech tools, one can ensure doing so without massively altering current spending.